Cancel Social Security Number in the Retirement Plan with ease For Free
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Good but very expensive; if I could open and fill PDFs on my computer, I would do so, but my computer, for whatever reason, will not allow me to. Also, lining up the characters/text could be better?? But thank you - it's still a lifesaver!
2015-01-31
Was a bit cumbersome. When I searched for forms, the system kept giving me instructions on how to search instead of stating that an error was made or what to do to continue.
2016-04-13
very difficult to use -and the system does not total the # on each page like turbo tax does -not user friendly -hard to go back to add forms -that you did not originally prepare
2017-01-16
Works great
Works great! Less expensive than the full version of adobe, but wish it was a one time purchase. May not continue after the trial period due to cost.
2019-06-23
Would be better if you didn't have to input personal card information for a one time use on a free item. Other than that, good experience because it was easy to navigate.
2024-01-03
Basic PDF Editor
I use it for PDFs for our Escrow files. We have clients sign docs and we can make changes to anything that they send us and then send to them to sign off on it
It is easy and very good for a basic PDF editor. You can make simple changes and save it so it looks exactly like a PDF should. You can add and edit text, highlight, adjust sizing, etc.
It is too basic but i understand that it is not Adobe. I wish I could edit the text that is in the PDF more easily to make it match and all look seamless
2021-06-03
Kara in customer support was AMAZING!!
Kara in customer support was AMAZING!!! I couldn't get a form to do what I needed it to do so I sent it to her and she did it for me in no time! I needed it right away and she fixed my problem and saved my behind!!! I love this company!! Worth it's weight in GOLD!!!
2021-04-10
Great communication and customer service!
I haven’t used their service but I was being charged yearly by mistake for whatever weird reason, and they immediately gave me a refund and apologized. These guys are on the ball! Couldn’t complain if I tried.
2021-04-01
Relatively easy to use and work with…
Relatively easy to use and work with files. Although, it takes a bit of effort for age challenged individuals.
2020-07-15
Cancel Social Security Number in the Retirement Plan Feature
The Cancel Social Security Number in the Retirement Plan feature empowers you to streamline your retirement planning. This tool offers you control over your financial identity by allowing you to effectively cancel your Social Security number within your retirement strategy.
Key Features
Option to cancel Social Security number with ease
Guided process for managing retirement plans
Secure handling of personal information and data
Dedicated customer support for assistance
User-friendly interface for a smooth experience
Use Cases and Benefits
Ideal for individuals wanting to protect their identity
Helpful for those without a Social Security number wishing to organize their retirement
Useful for retirees planning to opt out of Social Security benefits
Great for financial advisors managing client portfolios
Resource for individuals exploring alternative retirement strategies
This feature addresses the need for security and control over your personal data. By allowing you to cancel your Social Security number, it mitigates risks related to identity theft and offers peace of mind in your retirement planning. Take charge of your financial future with confidence.
#1 usability according to G2
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